What makes AMD shares have rallied twice for 5 months? -AMD graphics card-IT information
Beijing time on July 23, according to the online edition of Fortune reports, beautiful after second-quarter earnings release, shares of AMD week 51-surged to nearly $ 6, to a 52-week high. This impressive, because in February of this year, AMD's share price is only $ 1.83.
The huge earnings benefits from AMD CEO Sue Zi Feng (Lisa Su) continued to promote her recovery program. AMD has nearly erased from the market by Intel and NVIDIA, and now, the company in the graphics processor and video game master chip business achieved good progress, but also establish a new joint venture company in China, and impressive of these is AMD's second-quarter results of the key.
? AMD CEO Sue Zi Feng
Su Zi Feng told Fortune magazine that, AMD is betting high end chips are starting to make returns. She predicted that when the new Zen series chip market next year, AMD will be better. "Zen series will help us get more customers," Su Zi Feng said. Being a CEO, Su Zi much prefer conservative statements, rather than make bold declarations.
Analysts had once expected, AMD's revenues will fall this year, and will again face deficits. But AMD to quarter revenue increase of 9%, net income of $ 69 million face analyst, although the net profit was achieved through the joint venture's one-time gains. Non-United States generally accepted accounting principles, AMD's second-quarter net loss of $ 40 million, reduced sharply from a net loss of 131 million dollars in the same period last year.
Su Zi-Feng said that AMD's revenues will increase steadily this year, excluding some items (non-GAAP), will turn a profit in the second half of this year.
AMD uses ARM architecture developed by Seattle series server chips. According to Su Zi Feng said, SOFTBANK spent 23.4 billion pound deal to buy ARM will enhance the competitiveness of AMD. SOFTBANK has said pouring resources into ARM, the latter in the United Kingdom employees increased 1 time. "This is good news for us," Sue posture in a consistent conservative voice.
AMD also surprises from Microsoft and Sony, the two companies plan to develop an upgraded version of Xbox and Playstation consoles. Microsoft has announced that it will develop a thinner, faster product Xbox Xbox s and code-named Project next generation Scorpio hosts. Sony Playstation version is rumored to be launched in the second half of this year 4K 4, so as to better support virtual reality equipment.
Now, AMD is existing game consoles from Microsoft and Sony to define the exclusive supplier of the chip. As the two companies launched a new device, "our prospects are very strong," Su Zi-Feng said.
However, excluding one-time gains obtained from the Chinese joint-venture company, AMD's second-quarter operating loss, and negative free cash flow. So, to AMD's performance in the first half as successful recovery was still "too early", senior industry analyst, Moor Insights & Strategy, President of patelike·moerhaide (Patrick Moorhead) said. "But we can not deny is that their momentum is very good. ”
是什么让AMD股价5个月上涨两倍？ - AMD,显卡 - IT资讯
北京时间7月23日消息，据《财富》网络版报道，在发布靓丽的第二季度财报后，AMD股价周五一度大涨至接近6美元，创52周新高。这令人印象深刻，因为就在今年2月份，AMD的股价还仅有1.83美元。
此次巨大的收益要得益于AMD CEO苏姿丰（Lisa Su）持续推进她的复兴计划。AMD曾差点被英特尔和英伟达从市场抹杀，如今，该公司在图形处理器和视频游戏主机芯片业务取得不错的进展，而且还在中国成立了新的合资公司，这些是AMD取得令人印象深刻的第二季度财报的关键。
▲AMD CEO苏姿丰
苏姿丰向《财富》杂志表示，AMD押注高端芯片开始取得回报。她预计，当最新的Zen系列芯片明年正式上市时，AMD的表现将会更好。“Zen系列将帮助我们获得更多的客户，”苏姿丰说。作为一名CEO，苏姿丰更喜欢保守陈述，而非发表大胆的宣言。
分析师曾一度预计，AMD今年的营收将会下滑，并且将再度面临赤字。然而AMD却以季度营收增长9%，净利润6900万美元打脸分析师，尽管这些净利润是通过合资公司的一次性收益取得。按照非美国通用会计准则，AMD第二季度净亏损4000万美元，较去年同期的净亏损1.31亿美元大幅减少。
苏姿丰表示，AMD今年的营收将稳步增长，排除部分项目（按非通用会计准则），今年下半年将实现盈利。
AMD采用ARM的架构开发了Seattle系类服务器芯片。据苏姿丰透露，软银斥资234亿英镑收购ARM的交易将提升AMD的竞争力。软银已经表示，将向ARM投入大量资源，将后者在英国的员工增加一倍。“这对我们来说是个好消息，”苏姿丰以一贯的保守语气说。
AMD还收获了来自微软和索尼的意外之喜，两家公司分别计划开发升级版的Xbox和Playstation游戏主机。微软已经宣布，将开发更薄、更快的Xbox产品Xbox S，以及下一代代号为Project Scorpio的主机。索尼则据传将在今年下半年推出4K版Playstation 4，从而更好地支持虚拟现实设备。
目前，AMD是微软和索尼现有游戏设备自定义芯片的独家供应商。随着两家公司推出新的设备，“我们的前景将非常强劲，”苏姿丰说。
不过尽管如此，排除从中国合资公司取得的一次性收益，AMD第二季度出现运营亏损，而且自由现金流为负。所以，将AMD上半年的表现称为是成功的复苏还“为时尚早”，资深行业分析师，Moor Insights & Strategy公司总裁帕特里克·摩尔海德（Patrick Moorhead）说。“但不能否认的是，它们的势头目前非常良好。”